Jamieson Christie Wealth Management Limited

Independent Financial Adviser  Regent House, Balsall, West midlands, CV7 7DN
First meeting at adviser's own cost
Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Andrew Frith
Senior Consultant

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Anne Cawley DipFA
Director
Julian Kuzminski DipPFS
Senior Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Harry Siggs
Consultant

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Dominic O'Brien
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered Financial Planner
What our clients say
Member Relationship Consultant at CIFAS - The UK's Fraud Prevention Service I first consulted Dominic in 2006 for personal pension advice and then asked him to carry out a wider review of our financial affairs. His advice has been consistently good and he is proactive in recommending changes in products and strategy in accordance with our risk appetite. I have no hesitation in recommending him to others.
Kath Tatton, Chester
Managing Partner at Moore and Partners Dominic has had a very positive effect on my Pension and Investment strategy. Good advice, clear explanations and regular updates all delivered in a very personable manner. A pleasure to do business with!!
Allan Moore, Managing Partner, Stratford upon Avon
Dominic advises my firm on its Pension scheme as well as assisting a number of my own clients. I have no hesitation in recommending him as his clear advice and personable approach means I can confidently refer clients to him. I know they will get on with him and benefit from his expert and trustworthy advice.
Caroline Bates, Solicitor Coventry
About us

Jamieson Christie offers independent and impartial advice to both individuals and companies. We ensure you get the right advice by providing specialist knowledge in our own right (Pensions, Investments, Savings, Mortgages and Protection) and by referral to trusted partners in selected professions.
We offer an unbiased second opinion on recommendations already offered by others or existing plans, we can work on a one-off project basis or via an ongoing relationship with agreed reviews and regular re-evaluations.

Our services

We have chosen to be a directly authorised advisory firm concentrating in the areas of providing relevant financial guidance to high net worth individuals, companies, charities and trustees.
We believe that it is impossible to offer truly independent advice unless you have no network, parent company or external shareholders to answer to.
Instead, we are seeking to forge long term mutually beneficial relationships where our success will be dictated by continuing to meet the needs of our clients.

Where to find us
Head office address: Regent House, 430-432 Kenilworth Road, Balsall Common, West Midlands, CV7 7DN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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